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Book Review: Protect Your Lifestyle by Meaghan Dowd

MainStreet Financial Planning

As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up!

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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. Attendees will be eligible to earn 1 CFP® CE credit.

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Chalk Talk: Understanding Insurance Without the Overwhelm

MainStreet Financial Planning

Understanding Insurance Without the Overwhelm Hosted by: Anna Sergunina ,CFP Guest: Ramona Johanneson Insurance can feel overwhelming, but it doesnt have to be. Join us for a practical, engaging conversation where well cut through the complexity and help you feel confident about your coverage.